Step 1: Gather Employee Data

Easily Gather & Manage Employee Census Data

Quote+ simplifies the first and most critical step in the small group quoting process: collecting accurate employee information. Whether you're quoting for medically-underwritten or ACA plans, Quote+ gives brokers and GAs more control, flexibility, and visibility throughout the census collection process.

Watch an Overview

Graphic showing the first step in the Quote+ process

The Challenge

Chasing Spreadsheets. Manual Follow-ups. Lost Time.

Collecting census data shouldn't feel like a full-time job, but for most brokers, it does.

Spreadsheets from HR in inconsistent formats
Medical data collection via unsecured paper forms
Re-entering census data for every new carrier
No standard process across groups or carriers

Graphic showing how you can gather data in Quote+

Our Solution

Streamlined, Flexible, and Automated Census Collection

Quote+ removes the friction from employee data collection, ensuring you start every quote with the right information. This data is gather efficiently, stored securely, and ready to use throughout the rest of the quoting and enrollment process.

Want to see how this works in action?

Request a Demo

Feature Spotlight

Explore the Tools That Power This Step

Load Employee Info — Your Way

Start with just one contact or upload a full census using our pre-formatted template. Flexible data entry options give you speed and control at every stage.

Great for prospecting or onboarding new groups
Prepares you for smoother MHQ collection and enrollment

Eliminate Double Entry with AMS+

If you're using AMS+, Quote+ can pull in your existing client records — saving time and ensuring data consistency across your book of business.

Seamless sync from AMS+
Reduces errors and setup time

Learn More About the AMS+ Integration

Simplify Underwriting with Smart MHQs

Quote+'s digital MHQ is built specifically to expedite carrier underwriting, whether the carrier requires full MHQ responses or GRx-based census data.

Automated reminders & progress tracking
Pre-populated answers & fewer errors

Learn More about MHQs

Choose the method that fits your quoting needs best. Regardless of entry, all employee data is stored in the same secure system that powers the rest of the Quote+ workflow.

The Old Way vs. Quote+ Way

Challenge	How Quote+ Solves It
No standard format for census data	Built-in, reusable census template ensure consistency and seamlessly connects with the following stages of the process, including MHQs, quoting, and enrollment.
Too much or too little data from prospects	Supports both light census collection (no SSNs needed for prospecting) and full census import (for renewals), with a downloadable import template.
Manual entry or back-and-forth	Enter employees manually, import in bulk, or allow employees to complete and share sensitive medical info directly via the built-in MHQ portal.
Chasing employees for missing information	Built-in email templates and suggested outreach based on completion status make it easier for brokers and HR managers to follow up and stay on track.
Double entry between systems	AMS+ sync lets you pull census data directly into Quote+, eliminating redundant work.

What's Next In The Workflow

Get Started Faster

See how Quote+ helps you collect, track, and use employee data without the manual work.

Request a Demo

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FAQs

Common Questions About Employee Data Collection

Gather Employee Data FAQs

Is the MHQ portal a separate tool?
No. Employee self-service is built directly into Quote+ and doesn't require brokers to manage a separate system. Send the secure link and let employees complete their selection.
Can I quote with limited census data?
Yes. Quote+ supports both light and full census formats. Gather high-level data needed upfront and start the process to save time when prospecting.
How does the AMS+ sync work?
If you're using AMS+, Quote+ can pull existing census data directly from your client records, eliminating the need to start from scratch.

You've got questions. We've got answers.

Reach out today to get more of your small group benefits or Quote+ questions answered.

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